Badgley Phelps Investment Managers
Latest statistics and disclosures from Badgley Phelps & Bell's latest quarterly 13F-HR filing:
- Top 5 stock holdings are EFA, MSFT, AAPL, VB, AMZN, and represent 18.64% of Badgley Phelps & Bell's stock portfolio.
- Added to shares of these 10 stocks: IVOL (+$17M), CSGP (+$12M), JCI (+$11M), ALLY (+$9.8M), SHW (+$9.2M), VFC (+$8.9M), CGNX (+$6.4M), UPS (+$5.5M), EFA, IWN.
- Started 12 new stock positions in F, VFC, IYY, CGNX, Patriot One Technologies, QLD, VEEV, TMUS, MANH, IVOL. ALLY, JCI.
- Reduced shares in these 10 stocks: SCHP (-$17M), FTV (-$11M), PG (-$9.0M), WMT (-$5.4M), UNH (-$5.1M), AMGN (-$5.0M), FRCB, BIV, Pioneer Natural Resources, JPST.
- Sold out of its positions in AKAM, FTV, IBM, Pioneer Natural Resources, SCHO, BIV, Varian Medical Systems.
- Badgley Phelps & Bell was a net buyer of stock by $121M.
- Badgley Phelps & Bell has $2.7B in assets under management (AUM), dropping by 11.73%.
- Central Index Key (CIK): 0000915325
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Portfolio Holdings for Badgley Phelps & Bell
Badgley Phelps & Bell holds 222 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| iShares MSCI EAFE Index Fund (EFA) | 5.0 | $134M | +2% | 1.7M | 78.88 |
|
| Microsoft Corporation (MSFT) | 4.1 | $111M | +2% | 410k | 270.90 |
|
| Apple (AAPL) | 3.5 | $95M | +3% | 696k | 136.96 |
|
| Vanguard Small-Cap ETF (VB) | 3.0 | $82M | +2% | 363k | 225.28 |
|
| Amazon (AMZN) | 3.0 | $80M | +3% | 23k | 3440.16 |
|
| iShares S&P MidCap 400 Index (IJH) | 2.5 | $66M | 247k | 268.73 |
|
|
| Vanguard Europe Pacific ETF (VEA) | 2.4 | $65M | +4% | 1.3M | 51.52 |
|
| iShares Russell 2000 Value Index (IWN) | 2.1 | $56M | +6% | 340k | 165.77 |
|
| Vanguard Large-Cap ETF (VV) | 2.0 | $54M | +3% | 266k | 200.85 |
|
| Vanguard Emerging Markets ETF (VWO) | 1.9 | $52M | +4% | 951k | 54.31 |
|
| iShares Russell 2000 Growth Index (IWO) | 1.9 | $52M | +6% | 165k | 311.69 |
|
| JPMorgan Chase & Co. (JPM) | 1.6 | $44M | +5% | 285k | 155.54 |
|
| Paypal Holdings (PYPL) | 1.6 | $43M | +4% | 149k | 291.48 |
|
| Visa (V) | 1.5 | $40M | +4% | 172k | 233.82 |
|
| Danaher Corporation (DHR) | 1.3 | $36M | +5% | 135k | 268.36 |
|
| United Parcel Service (UPS) | 1.3 | $36M | +17% | 173k | 207.98 |
|
| Facebook Inc cl a (META) | 1.3 | $34M | +5% | 98k | 347.71 |
|
| Morgan Stanley (MS) | 1.2 | $33M | +5% | 361k | 91.69 |
|
| SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 1.2 | $33M | 897k | 36.70 |
|
|
| Alphabet Inc Class A cs (GOOGL) | 1.2 | $32M | +5% | 13k | 2441.78 |
|
| Costco Wholesale Corporation (COST) | 1.1 | $30M | +2% | 77k | 395.67 |
|
| Lam Research Corporation (LRCX) | 1.1 | $30M | +5% | 46k | 650.70 |
|
| NVIDIA Corporation (NVDA) | 1.1 | $29M | +3% | 37k | 800.09 |
|
| Walt Disney Company (DIS) | 1.1 | $29M | +5% | 164k | 175.77 |
|
| Thermo Fisher Scientific (TMO) | 1.1 | $28M | +4% | 56k | 504.47 |
|
| Nextera Energy (NEE) | 1.0 | $28M | +5% | 379k | 73.28 |
|
| Prologis (PLD) | 1.0 | $28M | +5% | 231k | 119.53 |
|
| Berkshire Hathaway (BRK.B) | 1.0 | $27M | +3% | 98k | 277.92 |
|
| Alphabet Inc Class C cs (GOOG) | 1.0 | $27M | +2% | 11k | 2506.35 |
|
| salesforce (CRM) | 1.0 | $26M | +4% | 107k | 244.27 |
|
| Home Depot (HD) | 1.0 | $26M | +3% | 81k | 318.89 |
|
| Medtronic (MDT) | 0.9 | $25M | +5% | 204k | 124.13 |
|
| Servicenow (NOW) | 0.9 | $25M | +4% | 45k | 549.56 |
|
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.9 | $24M | +4% | 369k | 65.68 |
|
| Fidelity National Information Services (FIS) | 0.9 | $24M | +4% | 169k | 141.67 |
|
| iShares Russell 1000 Growth Index (IWF) | 0.9 | $23M | 86k | 271.48 |
|
|
| Union Pacific Corporation (UNP) | 0.9 | $23M | +3% | 105k | 219.93 |
|
| Netflix (NFLX) | 0.9 | $23M | +3% | 43k | 528.20 |
|
| Johnson & Johnson (JNJ) | 0.8 | $22M | +4% | 134k | 164.74 |
|
| Bank of America Corporation (BAC) | 0.8 | $22M | +6% | 531k | 41.23 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $22M | 95k | 229.52 |
|
|
| iShares Russell 1000 Value Index (IWD) | 0.8 | $22M | 136k | 158.62 |
|
|
| Wisdomtree Tr cmn (XSOE) | 0.8 | $21M | +8% | 504k | 42.07 |
|
| Chevron Corporation (CVX) | 0.8 | $21M | +7% | 198k | 104.74 |
|
| iShares Russell Midcap Growth Idx. (IWP) | 0.8 | $20M | 180k | 113.20 |
|
|
| iShares Russell Midcap Index Fund (IWR) | 0.7 | $20M | 247k | 79.24 |
|
|
| First Republic Bank/san F (FRCB) | 0.7 | $20M | -8% | 104k | 187.17 |
|
| Ecolab (ECL) | 0.7 | $19M | +4% | 94k | 205.97 |
|
| Adobe Systems Incorporated (ADBE) | 0.7 | $19M | +6% | 32k | 585.63 |
|
| Delphi Automotive Inc international (APTV) | 0.6 | $17M | +7% | 111k | 157.33 |
|
| Marsh & McLennan Companies (MMC) | 0.6 | $17M | +5% | 124k | 140.68 |
|
| Kraneshares Tr quadrtc int rt (IVOL) | 0.6 | $17M | NEW | 620k | 27.62 |
|
| UnitedHealth (UNH) | 0.6 | $17M | -22% | 43k | 400.44 |
|
| Equinix (EQIX) | 0.6 | $17M | +3% | 21k | 802.58 |
|
| Cisco Systems (CSCO) | 0.6 | $17M | +5% | 311k | 53.00 |
|
| Mondelez Int (MDLZ) | 0.6 | $16M | +5% | 258k | 62.44 |
|
| Estee Lauder Companies (EL) | 0.6 | $16M | +3% | 50k | 318.07 |
|
| American Tower Reit (AMT) | 0.6 | $16M | +3% | 58k | 270.13 |
|
| McDonald's Corporation (MCD) | 0.6 | $15M | +4% | 67k | 230.99 |
|
| iShares Lehman MBS Bond Fund (MBB) | 0.6 | $15M | +3% | 139k | 108.23 |
|
| Procter & Gamble Company (PG) | 0.5 | $15M | -38% | 109k | 134.93 |
|
| Stryker Corporation (SYK) | 0.5 | $15M | +3% | 56k | 259.73 |
|
| Verizon Communications (VZ) | 0.5 | $14M | +6% | 255k | 56.03 |
|
| Invesco Actively Managd Etf optimum yield (PDBC) | 0.5 | $14M | +4% | 695k | 20.09 |
|
| Wal-Mart Stores (WMT) | 0.5 | $14M | -27% | 99k | 141.02 |
|
| Palo Alto Networks (PANW) | 0.5 | $14M | +4% | 38k | 371.04 |
|
| PPG Industries (PPG) | 0.5 | $14M | +7% | 82k | 169.77 |
|
| Digital Realty Trust (DLR) | 0.5 | $14M | +5% | 92k | 150.46 |
|
| Caterpillar (CAT) | 0.5 | $14M | +9% | 63k | 217.62 |
|
| Ishares Inc msci em esg se (ESGE) | 0.5 | $14M | +20% | 302k | 45.15 |
|
| Sherwin-Williams Company (SHW) | 0.5 | $14M | +211% | 50k | 272.45 |
|
| Honeywell International (HON) | 0.5 | $14M | +3% | 62k | 219.36 |
|
| CoStar (CSGP) | 0.5 | $14M | +945% | 163k | 82.82 |
|
| Pepsi (PEP) | 0.5 | $13M | +2% | 89k | 148.17 |
|
| Boeing Company (BA) | 0.5 | $13M | +7% | 54k | 239.55 |
|
| Constellation Brands (STZ) | 0.5 | $13M | +2% | 53k | 233.89 |
|
| Pfizer (PFE) | 0.5 | $13M | +5% | 319k | 39.16 |
|
| Ishares Tr Exponential Technologies Etf (XT) | 0.5 | $12M | +2% | 196k | 63.25 |
|
| D.R. Horton (DHI) | 0.5 | $12M | +7% | 135k | 90.37 |
|
| Booking Holdings (BKNG) | 0.4 | $12M | +4% | 5.5k | 2188.03 |
|
| Invesco Exchange W&p 500 Qualit equities (SPHQ) | 0.4 | $12M | +3% | 248k | 48.60 |
|
| Truist Financial Corp equities (TFC) | 0.4 | $12M | +6% | 216k | 55.50 |
|
| Applied Materials (AMAT) | 0.4 | $12M | +9% | 83k | 142.40 |
|
| Valero Energy Corporation (VLO) | 0.4 | $12M | +7% | 148k | 78.08 |
|
| J P Morgan Exchange Traded F ultra shrt (JPST) | 0.4 | $12M | -2% | 227k | 50.74 |
|
| Raytheon Technologies Corp (RTX) | 0.4 | $11M | +6% | 134k | 85.31 |
|
| Flexshares Tr mornstar upstr (GUNR) | 0.4 | $11M | +5% | 291k | 38.29 |
|
| L3harris Technologies (LHX) | 0.4 | $11M | +10% | 51k | 216.15 |
|
| Zoetis Inc Cl A (ZTS) | 0.4 | $11M | +2% | 60k | 186.36 |
|
| Johnson Controls International Plc equity (JCI) | 0.4 | $11M | NEW | 161k | 68.63 |
|
| EOG Resources (EOG) | 0.4 | $10M | +9% | 125k | 83.44 |
|
| Abbott Laboratories (ABT) | 0.4 | $10M | +4% | 90k | 115.93 |
|
| iShares Russell 1000 Index (IWB) | 0.4 | $10M | 42k | 242.07 |
|
|
| Vanguard Total Stock Market ETF (VTI) | 0.4 | $10M | 45k | 222.83 |
|
|
| Autodesk (ADSK) | 0.4 | $10M | +3% | 34k | 291.91 |
|
| Ally Financial (ALLY) | 0.4 | $9.8M | NEW | 197k | 49.84 |
|
| Amgen (AMGN) | 0.4 | $9.7M | -34% | 40k | 243.76 |
|
| Intel Corporation (INTC) | 0.4 | $9.5M | +3% | 169k | 56.14 |
|
| V.F. Corporation (VFC) | 0.3 | $8.9M | NEW | 109k | 82.04 |
|
| Nike (NKE) | 0.3 | $8.8M | 57k | 154.49 |
|
|
| Micron Technology (MU) | 0.3 | $8.4M | +6% | 99k | 84.98 |
|
| Linde | 0.3 | $7.3M | +7% | 25k | 289.12 |
|
| Cognex Corporation (CGNX) | 0.2 | $6.4M | NEW | 77k | 84.04 |
|
| iShares Russell 2000 Index (IWM) | 0.2 | $6.4M | 28k | 229.37 |
|
|
| Gilead Sciences (GILD) | 0.2 | $6.4M | 93k | 68.82 |
|
|
| Verisk Analytics (VRSK) | 0.2 | $6.3M | +5% | 36k | 174.71 |
|
| Chipotle Mexican Grill (CMG) | 0.2 | $6.1M | +10% | 3.9k | 1550.25 |
|
| Docusign (DOCU) | 0.2 | $6.0M | +6% | 22k | 279.57 |
|
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.2 | $5.8M | 91k | 63.39 |
|
|
| Ball Corporation (BALL) | 0.2 | $5.7M | +7% | 71k | 81.01 |
|
| Spdr S&p 500 Etf (SPY) | 0.2 | $5.2M | +8% | 12k | 428.04 |
|
| Starbucks Corporation (SBUX) | 0.2 | $4.9M | 44k | 111.80 |
|
|
| iShares Brclys Intrdte Gov/Crt Bd (GVI) | 0.2 | $4.6M | +3% | 40k | 115.63 |
|
| SPDR S&P MidCap 400 ETF (MDY) | 0.2 | $4.1M | 8.3k | 490.99 |
|
|
| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $3.2M | 29k | 112.97 |
|
|
| Epam Systems (EPAM) | 0.1 | $2.7M | 5.3k | 510.94 |
|
|
| SYSCO Corporation (SYY) | 0.1 | $2.3M | 29k | 77.74 |
|
|
| Vanguard S&p 500 Etf idx (VOO) | 0.1 | $1.9M | +9% | 4.8k | 393.48 |
|
| iShares S&P 500 Index (IVV) | 0.1 | $1.9M | 4.3k | 429.96 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $1.7M | 8.5k | 198.57 |
|
|
| Berkshire Hathaway (BRK.A) | 0.1 | $1.7M | 4.00 | 418500.00 |
|
|
| Philip Morris International (PM) | 0.1 | $1.6M | -3% | 16k | 99.14 |
|
| Abbvie (ABBV) | 0.1 | $1.5M | 13k | 112.64 |
|
|
| iShares Russell Midcap Value Index (IWS) | 0.1 | $1.5M | 13k | 114.98 |
|
|
| Altria (MO) | 0.1 | $1.4M | -3% | 29k | 47.68 |
|
| SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.1 | $1.4M | +16% | 44k | 31.29 |
|
| iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $1.3M | -11% | 9.5k | 132.59 |
|
| Accenture (ACN) | 0.0 | $1.2M | 4.2k | 294.80 |
|
|
| 3M Company (MMM) | 0.0 | $1.2M | -7% | 6.2k | 198.60 |
|
| U.S. Bancorp (USB) | 0.0 | $1.2M | 21k | 56.99 |
|
|
| iShares MSCI ACWI ex US Index Fund (ACWX) | 0.0 | $1.0M | -5% | 18k | 57.49 |
|
| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $1.0M | 2.9k | 354.45 |
|
|
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.0 | $981k | +3% | 9.4k | 103.99 |
|
| Paccar (PCAR) | 0.0 | $969k | -2% | 11k | 89.25 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $946k | 12k | 81.36 |
|
|
| Navistar International Corporation | 0.0 | $934k | -9% | 21k | 44.48 |
|
| Activision Blizzard | 0.0 | $932k | 9.8k | 95.44 |
|
|
| Universal Display Corporation (OLED) | 0.0 | $889k | 4.0k | 222.25 |
|
|
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $862k | -12% | 6.9k | 124.69 |
|
| Novo Nordisk A/S (NVO) | 0.0 | $849k | -7% | 10k | 83.76 |
|
| Pinterest Inc Cl A (PINS) | 0.0 | $789k | -13% | 10k | 78.95 |
|
| Coca-Cola Company (KO) | 0.0 | $770k | -4% | 14k | 54.08 |
|
| Comcast Corporation (CMCSA) | 0.0 | $755k | -24% | 13k | 57.01 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $722k | 11k | 63.10 |
|
|
| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $706k | 4.6k | 154.82 |
|
|
| iShares Russell 3000 Index (IWV) | 0.0 | $688k | +5% | 2.7k | 255.76 |
|
| iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $688k | 5.4k | 128.02 |
|
|
| BlackRock (BLK) | 0.0 | $687k | 785.00 | 875.16 |
|
|
| Equity Residential (EQR) | 0.0 | $657k | 8.5k | 77.05 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $644k | +17% | 9.6k | 66.81 |
|
| Emerson Electric (EMR) | 0.0 | $609k | 6.3k | 96.19 |
|
|
| Technology SPDR (XLK) | 0.0 | $602k | 4.1k | 147.78 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $582k | -13% | 2.9k | 201.73 |
|
| Schwab Strategic Tr 0 (SCHP) | 0.0 | $570k | -96% | 9.1k | 62.48 |
|
| iShares Dow Jones U.S. Index Fund (IYY) | 0.0 | $556k | NEW | 5.2k | 107.96 |
|
| MasterCard Incorporated (MA) | 0.0 | $546k | +30% | 1.5k | 364.97 |
|
| Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $535k | +7% | 3.7k | 145.94 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $517k | -2% | 6.2k | 83.41 |
|
| Schweitzer-Mauduit International (MATV) | 0.0 | $513k | 13k | 40.39 |
|
|
| Qualcomm (QCOM) | 0.0 | $506k | 3.5k | 142.86 |
|
|
| Wec Energy Group (WEC) | 0.0 | $491k | -10% | 5.5k | 89.00 |
|
| Invitation Homes (INVH) | 0.0 | $487k | 13k | 37.28 |
|
|
| Merck & Co (MRK) | 0.0 | $483k | -10% | 6.2k | 77.80 |
|
| Seagen | 0.0 | $482k | -14% | 3.1k | 158.03 |
|
| Ipath Dow Jones-aig Commodity (DJP) | 0.0 | $476k | 18k | 27.21 |
|
|
| Tesla Motors (TSLA) | 0.0 | $453k | -10% | 666.00 | 680.18 |
|
| Spdr Series Trust dj ttl mkt etf (SPTM) | 0.0 | $445k | -6% | 8.4k | 52.98 |
|
| At&t (T) | 0.0 | $443k | -8% | 15k | 28.75 |
|
| iShares Lehman Aggregate Bond (AGG) | 0.0 | $442k | -13% | 3.8k | 115.43 |
|
| General Mills (GIS) | 0.0 | $421k | 6.9k | 60.93 |
|
|
| Goldman Sachs (GS) | 0.0 | $414k | -4% | 1.1k | 379.12 |
|
| Lowe's Companies (LOW) | 0.0 | $404k | -4% | 2.1k | 193.95 |
|
| Halyard Health (AVNS) | 0.0 | $382k | 11k | 36.38 |
|
|
| Nordstrom (JWN) | 0.0 | $379k | -4% | 10k | 36.53 |
|
| Oracle Corporation (ORCL) | 0.0 | $369k | 4.7k | 77.78 |
|
|
| Heritage Financial Corporation (HFWA) | 0.0 | $368k | 15k | 24.99 |
|
|
| Vanguard Value ETF (VTV) | 0.0 | $367k | 2.7k | 137.56 |
|
|
| Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.0 | $359k | 6.5k | 55.30 |
|
|
| Vanguard Growth ETF (VUG) | 0.0 | $357k | +3% | 1.2k | 286.52 |
|
| Banner Corp (BANR) | 0.0 | $354k | +40% | 6.5k | 54.18 |
|
| Clorox Company (CLX) | 0.0 | $351k | 2.0k | 179.91 |
|
|
| Ferrari Nv Ord (RACE) | 0.0 | $346k | -2% | 1.7k | 205.95 |
|
| Invesco Exchange Traded Fd T ftse rafi 1500 (PRFZ) | 0.0 | $343k | -6% | 1.8k | 187.12 |
|
| Broadcom (AVGO) | 0.0 | $333k | 698.00 | 477.08 |
|
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| Amcor | 0.0 | $330k | 29k | 11.47 |
|
|
| iShares Dow Jones US Healthcare (IYH) | 0.0 | $321k | 1.2k | 273.19 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $312k | -31% | 4.3k | 72.93 |
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| eBay (EBAY) | 0.0 | $309k | 4.4k | 70.26 |
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|
| Schwab International Equity ETF (SCHF) | 0.0 | $304k | 7.7k | 39.40 |
|
|
| T. Rowe Price (TROW) | 0.0 | $296k | -3% | 1.5k | 197.99 |
|
| 0.0 | $292k | 4.2k | 68.74 |
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||
| Incyte Corporation (INCY) | 0.0 | $290k | -8% | 3.5k | 84.06 |
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| Vanguard Extended Market ETF (VXF) | 0.0 | $287k | -2% | 1.5k | 188.32 |
|
| SPDR Morgan Stanley Technology (XNTK) | 0.0 | $278k | 1.8k | 158.86 |
|
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| Fiserv (FI) | 0.0 | $278k | -4% | 2.6k | 106.76 |
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| Becton, Dickinson and (BDX) | 0.0 | $274k | 1.1k | 243.56 |
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| Roche Holding (RHHBY) | 0.0 | $264k | -12% | 5.6k | 46.93 |
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| Iqvia Holdings (IQV) | 0.0 | $254k | 1.1k | 241.90 |
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| Vanguard Total Bond Market ETF (BND) | 0.0 | $249k | +18% | 2.9k | 85.89 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $238k | -5% | 1.2k | 192.09 |
|
| Veeva Sys Inc cl a (VEEV) | 0.0 | $233k | NEW | 750.00 | 310.67 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $232k | 613.00 | 378.47 |
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|
| ProShares Ultra QQQ (QLD) | 0.0 | $230k | NEW | 3.2k | 71.85 |
|
| Deere & Company (DE) | 0.0 | $224k | 635.00 | 352.76 |
|
|
| Wix (WIX) | 0.0 | $218k | 750.00 | 290.67 |
|
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| Metropcs Communications (TMUS) | 0.0 | $217k | NEW | 1.5k | 144.67 |
|
| Manhattan Associates (MANH) | 0.0 | $217k | NEW | 1.5k | 145.05 |
|
| Ford Motor Company (F) | 0.0 | $216k | NEW | 15k | 14.83 |
|
| Canadian Pacific Railway | 0.0 | $215k | +397% | 2.8k | 76.79 |
|
| Alibaba Group Holding (BABA) | 0.0 | $213k | -4% | 941.00 | 226.35 |
|
| Marriott International (MAR) | 0.0 | $210k | -11% | 1.5k | 136.81 |
|
| SPDR Gold Trust (GLD) | 0.0 | $209k | -20% | 1.3k | 165.87 |
|
| iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.0 | $205k | -17% | 1.9k | 107.89 |
|
| Energy Select Sector SPDR (XLE) | 0.0 | $204k | -27% | 3.8k | 53.75 |
|
| Exelixis (EXEL) | 0.0 | $200k | 11k | 18.18 |
|
|
| Calamos Strategic Total Return Fund (CSQ) | 0.0 | $196k | 11k | 18.16 |
|
|
| Riverview Ban (RVSB) | 0.0 | $172k | 24k | 7.08 |
|
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $161k | 16k | 10.19 |
|
|
| Cion Investment Corporation | 0.0 | $92k | 11k | 8.11 |
|
|
| Trilogy International Partners | 0.0 | $15k | 10k | 1.50 |
|
|
| Pt Unilever Indonesia (UNLRF) | 0.0 | $10k | 30k | 0.33 |
|
|
| Patriot One Technologies | 0.0 | $8.0k | NEW | 20k | 0.40 |
|
Past Filings by Badgley Phelps & Bell
SEC 13F filings are viewable for Badgley Phelps & Bell going back to 2010
- Badgley Phelps & Bell 2021 Q2 filed July 28, 2021
- Badgley Phelps & Bell 2021 Q1 filed April 28, 2021
- Badgley Phelps & Bell 2020 Q4 filed Feb. 11, 2021
- Badgley Phelps & Bell 2020 Q3 filed Nov. 2, 2020
- Badgley Phelps & Bell 2020 Q2 filed Aug. 5, 2020
- Badgley Phelps & Bell 2020 Q1 filed May 6, 2020
- Badgley Phelps & Bell 2019 Q4 filed Jan. 23, 2020
- Badgley Phelps & Bell 2019 Q3 filed Nov. 4, 2019
- Badgley Phelps & Bell 2019 Q2 filed July 30, 2019
- Badgley Phelps & Bell 2019 Q1 filed May 6, 2019
- Badgley Phelps & Bell 2018 Q4 filed Feb. 6, 2019
- Badgley Phelps & Bell 2018 Q3 filed Nov. 9, 2018
- Badgley Phelps & Bell 2018 Q2 filed July 30, 2018
- Badgley Phelps & Bell 2018 Q2 restated filed July 30, 2018
- Badgley Phelps & Bell 2018 Q1 filed May 8, 2018
- Badgley Phelps & Bell 2017 Q4 filed Feb. 8, 2018